PaperTrail Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Store, manage and track all forms in a centralized location

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and manage expiration of various items including products, warranties, licenses, and contracts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Store and manage online video content

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Enables custom integration to external systems

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Share documents with different users to collect multiple signatures

Digitally sign online documents

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Supports various video file formats

Allows users to receive updates when files have been updated, added, deleted or moved.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files.

Provides an audit log of changes and enables users to revert to a specific version

Track and document all activities across devices, networks, and other systems

Reporting on how each user, task or process has advanced since its initiation

Digitally share screen view with others

Preview and make real-time changes in the web content

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.

Administer storage limits by user or group

Choose data center your files should be stored at

Stores and transfers files in secure environment

Track and manage schedules and meetings via an integrated calendar

Create, save, and store files

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage, store and organize emails within the system or via third-party apps

Track revisions and updates made to files and navigate between different versions

Manage the process of evaluating documents or requests submitted for approval

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Securely stores data to prevent data loss or breaches

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Verify the identity of users/devices to enable secure access

Protect sensitive data for digital privacy

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Allow users to access multiple services after entering their login credentials once

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Convert data into a code for security

Digitally capture and store a person's handwritten signature

Convert documents and images into editable file formats

Assemble applications and processes by dragging over and arranging pre-built components

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Allow multiple team members to edit and work on the same document

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Customize data fields to support various needs and use cases

A collection of records that can be retrieved based on specific queries

Matrix barcode that stores information

Extra layer of security that requires not only a password and username but also something specific to that user

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Receive data and information in real time

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A way for institutions and businesses to check the age of their customers/clients.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Securely stores data to prevent data loss or breaches

Set up computers on location to help users sign waivers on-site

Import and export data to and from software applications

Capture photos for any type of use case

Capability of a software or system to make decisions and perform actions based on specified conditions

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Audio/Video Conferencing

Centralized repository to store content and assets

Access software remotely via mobile devices

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

An @mention is a way to tag or notify a specific person about a message/post

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Notifications that are delivered to users as soon as an event occurs

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Leave comments and notes on documents for others to view

Communicate using direct chat or messages within the system

Configure existing workflows to meet your organization's needs

Digitally sign online documents

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allow users to access multiple services after entering their login credentials once

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Extra layer of security that requires not only a password and username but also something specific to that user

Convert data into a code for security

Define levels of authorization for access to specific files or systems

Provides a channel for team members to share media files, communicate, and work together

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Facilitates online authoring and publishing of the content

Assign categories, labels, tags, or attributes to documents for organization, search and storage

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

Notifications that are delivered to users as soon as an event occurs

Initiate collection and analysis of known risks

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track revisions and updates made to files and navigate between different versions

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage, and track all electronic documents in a centralized location

Automated or logic-based workflows that assist in the creation of electronic documents

Set up connections to third-party platforms to improve business processes

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Ability to recognize printed or written text within digital images or scanned documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

Track and report regulatory data to either internal management or external stakeholders

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

Track the status over time for a request, process, asset, or transaction

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out